FP&A support for U.S. businesses and CPA firms that need stronger budgeting, forecasting, financial analysis, and management reporting to make informed business decisions. From budgets and cash flow forecasts to variance analysis, KPI reporting, financial modeling, and scenario planning, LMA Accounting helps turn financial data into practical insights for planning and growth.
Historical financial statements show what happened. Effective FP&A helps you understand what is happening, what may happen next, and where your business needs to focus.
LMA Accounting provides structured FP&A support that connects financial performance with budgets, forecasts, cash flow, KPIs, and business objectives.
Plan with better information. Monitor performance. Make decisions with greater confidence.
Clear forecasts. Actionable analysis. Better financial visibility.
We learn about your business model, financial goals, reporting structure, historical performance, planning cycle, and management priorities.
We review historical financial data, current performance, key drivers, assumptions, and existing budgets or forecasts.
We establish the appropriate budgeting, forecasting, reporting, and financial analysis framework based on the agreed scope.
We develop forecasts, scenarios, variance analysis, financial models, and management reports using the agreed assumptions and data.
We provide organized financial insights and reporting that help management or the CPA firm's advisory team evaluate performance and plan next steps.
Structured budgets and financial plans help establish clear expectations for revenue, expenses, cash flow, and resource requirements.
Rolling forecasts help management understand changing financial conditions and adjust expectations as new information becomes available.
Variance, profitability, KPI, and trend analysis helps identify what is driving performance and where attention may be required.
Organized financial models and scenario analysis provide a stronger financial foundation for evaluating business decisions.
Comprehensive FP&A support to keep your financial records accurate, organized and up to date.
We develop structured budgets based on historical performance, operating assumptions, revenue expectations, expense plans, and business objectives to create a practical financial roadmap.
We prepare rolling financial forecasts using current performance, operating trends, and updated assumptions to help management understand expected revenue, expenses, profitability, and cash requirements.
We project expected cash inflows and outflows to provide greater visibility into liquidity, working capital needs, upcoming obligations, and potential cash constraints.
We compare actual financial performance against budgeted results, identify material variances, and provide analysis to help management understand the drivers behind the numbers.
We model different business scenarios and key assumptions to help evaluate potential outcomes, risks, opportunities, and the financial impact of important decisions.
We organize key financial and operating metrics into management reports that provide a clearer view of revenue, margins, expenses, cash flow, and business performance.
We analyze revenue, costs, gross margins, operating expenses, and profitability trends to help identify performance drivers and areas for improvement.
We build practical financial models to support forecasting, planning, growth initiatives, resource allocation, and evaluation of potential business decisions.
We transform financial data into organized management reporting with relevant trends, comparisons, and insights that support regular business reviews.
We provide financial analysis around business plans, investments, hiring, pricing, expansion, and other decisions where a clearer financial view can improve planning.
"Working with this firm has completely transformed how we manage our finances. Their team is proactive, responsive, and always one step ahead when it comes to tax deadlines and planning."
"Their attention to detail and ability to explain complex financial concepts in a simple way is unmatched. We finally feel in control of our books and confident in our growth strategy."
"Since partnering with them, we’ve cut down hours of manual work and gained access to accurate, real-time financial reports. It’s like having an internal finance department — without the overhead."
"They not only fixed our messy bookkeeping, but also gave us the financial clarity we needed to secure funding. Their support has been instrumental to our success."
LMA Accounting provides FP&A support tailored to your business model, reporting needs, growth plans, financial systems, and management priorities.
From annual budgeting and rolling forecasts to cash flow planning and variance analysis, we help management maintain a clearer view of financial performance and future needs.
Better planning. Stronger visibility. More informed decisions.
CPA firms can use FP&A support to strengthen advisory engagements without adding every planning and analysis responsibility to their internal team.
LMA Accounting can support budgeting, forecasting, management reporting, financial modeling, variance analysis, and other agreed FP&A activities as an extension of your firm’s advisory capacity.
Your firm leads the relationship. We help provide the financial analysis behind it.
LMA provides budgeting, forecasting, cash flow forecasting, budget vs. actual analysis, KPI reporting, profitability analysis, financial modeling, scenario planning, and management reporting support.
Yes. We can prepare financial forecasts using historical performance, current trends, operating assumptions, and the planning requirements established for the engagement.
Yes. We can project expected cash inflows and outflows to provide greater visibility into liquidity, working capital, and upcoming cash requirements.
Yes. LMA can support CPA firms with agreed FP&A activities such as budgeting, forecasting, financial modeling, variance analysis, KPI reporting, and management reporting.
Yes. FP&A support can be aligned with your existing accounting data, reporting structure, planning cycle, management requirements, and agreed deliverables.
Get structured budgeting, forecasting, cash flow analysis, and financial insights designed to give your business or CPA firm greater visibility for better decisions.
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Email: info@lmaaccounting.com | Location: 123 Serenity Lane, Blissfield, CA 90210, USA